Investing through a mutual fund distributor involves working with an intermediary who facilitates the purchase or sale of mutual fund units on behalf of investors. Here's a step-by-step guide on how the process typically works:
Selection of a Mutual Fund Distributor:
Investors can choose a mutual fund distributor based on recom... mendations, reputation, or personal preferences.
Distributors can include banks, independent financial advisors (IFAs), online platforms, or other financial intermediaries.
Understanding Investor Needs:
The distributor typically engages with the investor to understand their financial goals, risk tolerance, and investment horizon.
This information helps the distributor recommend suitable mutual fund products.
Providing Information:
The distributor educates the investor about various mut+ More
